Querying details from the Sheet Name

Zahir Nuckchady

Hi,

I have several folders corresponding to different projects in a workspace. In each folder, there is a master file containing details of the project. All the projects schedule logs are referred to as 01 Project Schedule. When I run a report to query on delayed activities from the different projects, I get the following. I would like to know how I can differentiate from the different Sheet Name. Is there any field that can provide the name of the folder where the file is located? Or retrieving the hyperlink behind the Sheet Name? Thanks.

John Jonassen

If you don't have a Project Name in your 01 Project Schedule template, you might want to get one included. Then add that to your report, between your Sheet Name and your Primary columns.

The only system columns available to us are Sheet Name (which, you already have), Created By, Created (Date), Modified By, and Modified (Date).

Andrée Starå

Hi @Zahir Nuckchady

To add to John's excellent advice.

If you add the Project Name in a specific cell in the sheet or the Sheet Summary section and use a formula to show it in the Project Name column's cells, it will usually auto-fill when they add rows.

The new row will be auto-filled with the formulas if there are two rows below/above with the same formulas and the same level of hierarchy.

More details:

If the formula structure is the same above/below the Formula Autofill will add the formula(s) automatically.

Conditions That Trigger Formula Autofill

You’ll see formulas populate automatically when you type in a newly inserted or blank row that is:

• Directly between two others that contain the same formula in adjacent cells.
• At the topmost of the sheet if it’s above two rows that have the same formula in adjacent cells. (This includes rows inserted from a form.)
• At the bottommost of the sheet if it’s below two rows that have the same formula in adjacent cells. (This includes rows inserted from a form.)
• Above or below a single row that is between blank rows and has formulas.

More info: 

https://help.smartsheet.com/articles/1641473-auto-filling-formulas-and-formatting

Would that work?

I hope that helps!

Be safe and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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John Jonassen

If you don't have a Project Name in your 01 Project Schedule template, you might want to get one included. Then add that to your report, between your Sheet Name and your Primary columns.

The only system columns available to us are Sheet Name (which, you already have), Created By, Created (Date), Modified By, and Modified (Date).

Zahir Nuckchady

Hi John,

Thanks for your feedback. I have added a column for the Project Name in the 01 Project Schedule template. But I believe it needs to be copied throughout the column to be able to retrieve the name.

My only concern is that some PMs do not populate this column when adding new rows in their project schedule.

Cheers,

Andrée Starå

Hi @Zahir Nuckchady

To add to John's excellent advice.

If you add the Project Name in a specific cell in the sheet or the Sheet Summary section and use a formula to show it in the Project Name column's cells, it will usually auto-fill when they add rows.

The new row will be auto-filled with the formulas if there are two rows below/above with the same formulas and the same level of hierarchy.

More details:

If the formula structure is the same above/below the Formula Autofill will add the formula(s) automatically.

Conditions That Trigger Formula Autofill

You’ll see formulas populate automatically when you type in a newly inserted or blank row that is:

• Directly between two others that contain the same formula in adjacent cells.
• At the topmost of the sheet if it’s above two rows that have the same formula in adjacent cells. (This includes rows inserted from a form.)
• At the bottommost of the sheet if it’s below two rows that have the same formula in adjacent cells. (This includes rows inserted from a form.)
• Above or below a single row that is between blank rows and has formulas.

More info: 

https://help.smartsheet.com/articles/1641473-auto-filling-formulas-and-formatting

Would that work?

I hope that helps!

Be safe and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Zahir Nuckchady

Hi Andrée,

Thanks for proposing the auto fill formula. This works great :)

Cheers

Andrée Starå

@Zahir Nuckchady

Excellent!

You're more than welcome!

John Jonassen

@Zahir Nuckchady , maybe create a fallout report for your PMs to manage that presents to them the Projects that have a Null Project Name. Then you can work toward making sure everything has a name or unique identification.